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McKinley Carter Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McKinley Carter Wealth Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,259
Closed -$277K – 329
2025
Q4 		$277K Sell
1,259
-1,297
-51% -$283K 0.02% 283
2025
Q3 		$552K Hold
2,556
– – 0.03% 214
2025
Q2 		$523K Sell
2,556
-8
-0.3% -$1.55K 0.03% 210
2025
Q1 		$497K Buy
2,564
+8
+0.3% +$1.59K 0.03% 206
2024
Q4 		$501K Hold
2,556
– – 0.03% 198
2024
Q3 		$506K Hold
2,556
– – 0.03% 208
2024
Q2 		$467K Buy
2,556
+42
+2% +$7.56K 0.03% 216
2024
Q1 		$459K Hold
2,514
– – 0.03% 215
2023
Q4 		$428K Sell
2,514
-95
-4% -$15.3K 0.03% 216
2023
Q3 		$405K Hold
2,609
– – 0.03% 223
2023
Q2 		$424K Sell
2,609
-70
-3% -$11K 0.03% 220
2023
Q1 		$413K Sell
2,679
-70
-3% -$10.7K 0.03% 221
2022
Q4 		$417K Hold
2,749
– – 0.04% 219
2022
Q3 		$372K Buy
2,749
+340
+14% +$50.6K 0.03% 214
2022
Q2 		$346K Sell
2,409
-2,036
-46% -$310K 0.03% 233
2022
Q1 		$721K Buy
4,445
+1,880
+73% +$303K 0.06% 171
2021
Q4 		$441K Buy
2,565
+129
+5% +$21.3K 0.03% 203
2021
Q3 		$374K Buy
2,436
+986
+68% +$157K 0.03% 215
2021
Q2 		$224K Hold
1,450
– – 0.02% 267
2021
Q1 		$213K Hold
1,450
– – 0.02% 277
2020
Q4 		$205K Buy
+1,450
New +$197K 0.03% 256
2020
Q1 		– Sell
-2,072
Closed -$258K – 181
2019
Q4 		$258K Hold
2,072
– – 0.06% 143
2019
Q3 		$248K Hold
2,072
– – 0.06% 144
2019
Q2 		$239K Buy
+2,072
New +$232K 0.06% 144
2018
Q2 		– Sell
-1,450
Closed -$147K – 374
2018
Q1 		$147K Buy
+1,450
New +$150K 0.05% 184

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McKinley Carter Wealth Services's VIG Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,259 shares — an estimated $277K sold.

McKinley Carter Wealth Services first reported a position in VIG in Q1 2018 and held it in 25 quarters. The position peaked at $721K in Q1 2022. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,259 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $277K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and held it in 25 quarters.
  • McKinley Carter Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $721K in Q1 2022.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.